Special-Diet HSA/FSA Expense Kit
Written in-house · editorially graded
Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.
Dry-run test passed · Aug 16, 2026
Trigger check passed
Editorially graded · Aug 16, 2026
Takes a special-diet grocery or recipe list, a diagnosed medical condition, and any receipts or price estimates, and builds an editable XLSX expense-tracking workbook with a live excess-cost-over-normal-diet formula plus a DOCX Letter of Medical Necessity for a physician to sign, and an optional PDF claim cover sheet — documentation commonly used to support an HSA/FSA food-expense claim, to be confirmed with the plan administrator or a tax professional. Use when a customer needs to log special-diet food purchases, calculate the eligible excess cost versus a regular-diet equivalent, draft physician substantiation, or add a new shopping cycle's purchases to an existing tracker.
An installable SKILL.md file for your AI assistant. Produces an Excel workbook (.xlsx) and a Word document (.docx).
- Claude Code · Cursor
- Native — drops into .claude/skills/
- Copilot · Codex · Gemini CLI
- Native — reads .agents/skills/
- claude.ai — web & desktop
- Upload the .zip in Customize → Skills
- ChatGPT
- Via a Project — paste into its instructions
See it in action
A real input → output sample
User has celiac disease and purchases gluten-free flour, gluten-free pasta, lactose-free milk, and a gluten-free frozen pizza. They provide receipts for all items but lack a diagnosis for lactose intolerance, baseline prices for regular flour and pasta, and an ICD-10 code. The user's HSA plan is through their employer.

View the full output as text
{"Claim Period": "March 2025", "Total Claimable Excess Amount": "$8.90", "Eligible Items": ["Gluten-free flour", "Gluten-free pasta"], "Provisional Items": ["Lactose-free milk"], "Ineligible Items": ["Gluten-free frozen pizza"]}Goes well with
Related
- financial-modeling-template.mdSkill
3-Statement Financial Model
You get a complete financial model template instantly.
- 90-day-expense-reduction-plan.mdSkill
90-Day Expense Reduction Plan
Create a ready‑to‑share expense‑cut plan so you never scramble for savings again.
- asset-allocation-reporting.mdSkill
Asset Allocation Report
Get a client-ready, tailored asset allocation report with your name on it - every time.